Difference between revisions of "Clone a Form"
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You create a new Form by cloning an existing one. When a new Form is created, the layout design is completely customizable, and can include any combination of standard elements and Object fields. | |||
;Clone a Form: | ;Clone a Form: | ||
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# Click the ''Clone'' link next to the Form you want to copy. | # Click the ''Clone'' link next to the Form you want to copy. | ||
# Specify '''Basic Information''': | # Specify '''Basic Information''': | ||
#* Form '''Name''' - Appears in | #* Form '''Name''' - Appears in the Forms list | ||
#* '''Use this form for:''' | #* '''Use this form for:''' | ||
#** '''Managing Records -''' Used for viewing, adding, and updating records in the platform. | #** '''Managing Records -''' Used for viewing, adding, and updating records in the platform. | ||
Revision as of 22:39, 31 August 2012
You create a new Form by cloning an existing one. When a new Form is created, the layout design is completely customizable, and can include any combination of standard elements and Object fields.
- Clone a Form
- Click Designer > Objects > {object} > Forms
- Click the Clone link next to the Form you want to copy.
- Specify Basic Information:
- Form Name - Appears in the Forms list
- Use this form for:
- Managing Records - Used for viewing, adding, and updating records in the platform.
- Printing Records - Used for generating an HTML or PDF page from a record
- Web Forms - Used to view, add, or update records from an external site
- Mobile Access - Used to display records on a cell phone or tablet
- Specify Form properties below (the options depend on the type of Form you created)
- Click [Save]
The new form is created. You continue to see the form you created the clone from. - To see the new form, select it from the Object's list of Forms, which now contains the new entry.
- Display Style
This section appears for a Web Form, and when a Form is used for Managing Records.
Choose the layout format to use when:
- Viewing a Record
- Adding a Record
- Editing a Record
- Related Information Display Style
This section appears for a Web Form, and when a Form is used for Managing Records.
Choose the layout format to use when:
- Viewing a Record
- Advanced Options
This section appears when a Form is used for Managing Records,
- Show Tags Link -
- Show Clone Button -
- Show Print Button -
- Show Field Hint - Choose whether or not to show field hints when a record is added, viewed, or updated (edited).